IDIV
U.S. Equity Cumulative Dividends Fund - Series 2027
IDIV
IDIV
Delisted
IDIV was delisted on the 9th of December, 2022.
5 hedge funds and large institutions have $3.31M invested in U.S. Equity Cumulative Dividends Fund - Series 2027 in 2021 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 1 closing their positions.
Holders
5
Holders Change
+1
Holders Change %
+25%
% of All Funds
0.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
2
Reduced
–
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
PCS
1
Personal CFO Solutions
Chester,
New Jersey
|
$756K |
| 2 |
2
HighTower Advisors
Chicago,
Illinois
|
$601K |
| 3 |
3
Osaic Holdings
Scottsdale,
Arizona
|
$1K |
Top Sellers
| 1 |
1
UBS Group
Zurich,
Switzerland
|
$0 |
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
FC
1
Fore Capital
New York
| $1.95M | 200,000 | – | – |
|
|
PCS
2
Personal CFO Solutions
Chester,
New Jersey
| $756K | 73,396 | +19,924 | +37% |
|
|
3
HighTower Advisors
Chicago,
Illinois
| $601K | 58,510 | +8,510 | +17% |
|
|
4
Osaic Holdings
Scottsdale,
Arizona
| $1K | 71 | +71 | New |
|
|
5
UBS Group
Zurich,
Switzerland
| – | – | -260 | Closed |
|
|
CFGS
6
Concourse Financial Group Securities
Birmingham,
Alabama
| – | – | – | – |
|
7
Wells Fargo
San Francisco,
California
| $0 | 1 | +1 | New |
|